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Hello, I'm Jake Barnes Knutsford. I recently shared a blog with practical tips on buying and selling land, planning rules, and avoiding common mistakes. Read more:jakebarnes44.wordpress.com/2026/07/15/jak…

I’ve also shared another article about making better property and land decisions. You can read it here:
jakebarneswilmslow.blogspot.com/2026/07/jake-b…

@threadreaderapp unroll

ASML 2Q26
- Revenue +6.4% q/q and +21.3% y/y to €9.33B at 54% GM; both above the high-end guidance driven by installed base (IB)
- CY26 guidance raised to €43-45B at 54-56% GM (2nd time this year vs prior €36-€40B at 52% GM)
- Will increase low NA EUV and DUV immersion capacity by 30% in CY27 & CY28

- AI demand is the primary driver; customers are accelerating capacity and capex plans in both Logic and DRAM, supported by strong visibility and long-term agreements with their customers
- Q3 revenue €11.0-12.0B; IB about €2.9B; GM 55-57%
- Implied 2H26 revenue is €24.91-26.91B, or +37.7% to +48.7% h/h; midpoint €25.91B implies +43.2% h/h

- Product units: 16 EUV, 23 ArFi, 8 ArF dry, 35 KrF and 9 I-line
- 16 EUV systems were recognized in revenue
- EUV was 57% of €6.56B 2Q system sales at a blended ASP of roughly €234M per system
- 1H26: 32 EUV systems were recognized: 29 NXE Low-NA and 3 EXE High-NA
- expects to ship about 65 Low-NA EUV systems and grow total EUV revenue about 45%. Applying 45% to the rounded €11.6B 2025 EUV base implies approximately €16.8B of FY26 EUV revenue

The Economist studied financial gurus across America, Britain, India and South Korea.

The finding: every country’s most popular money advice is a mirror of that country’s biggest money mistake.

This thread might tell you which mistake is yours.

Start with America.

Dave Ramsey, the biggest personal finance voice there, preaches one thing with religious intensity: kill your debt. All of it. Even a cheap 3% mortgage from 2021.

Why so extreme? Because 13% of US credit card balances are now 90+ days overdue. Near 2010 crisis levels.

America’s sin is overspending.

So its gurus preach debt puritanism. The advice is rigid because the disease is severe.

LMFAOOOOOO gawd daaaammmmnnnnnn 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣😜😜😜😜😜😜😜😜😜😜😜😜😜😜

#SurreyRCMP #SurreyPoliceService #surreyps #LangleyRCMP #BCRCMP #RCMP #Police #Cops #Canada #BC #BritishColumbia #Langley #LangleyBC #Surrey #SurreyBC #grok #chatgpt #aigeneratedart

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@SurreyRCMP @surreyps @LangleyRCMP @ChrisPentecos @Donaldnnicm @LangleyResident @BarbaraDoduk @RegretlessBee @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242 @threadreaderapp unroll @xdownloaderbot

LMFAO geeeeeeeezus I got a manly voice 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣

#SurreyRCMP #SurreyPoliceService #surreyps #LangleyRCMP #BCRCMP #RCMP #Police #Cops #Canada #BC #BritishColumbia #Langley #LangleyBC #Surrey #SurreyBC #grok #chatgpt #aigeneratedart

@SurreyRCMP @surreyps @LangleyRCMP

@ChrisPentecos @Donaldnnicm @LangleyResident @BarbaraDoduk @RegretlessBee @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242

@SurreyRCMP @surreyps @LangleyRCMP @ChrisPentecos @Donaldnnicm @LangleyResident @BarbaraDoduk @RegretlessBee @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242 @threadreaderapp unroll @xdownloaderbot

{thread} Six months ago, I was suddenly diagnosed with metastatic pancreatic cancer that has spread to lymph nodes and both lungs. I’ve beaten prostate cancer (2020), surgically, diagnosed just before my last AMS #AmMetSoc meeting, and just as Covid had reached our shores…

{2/x} I had two Mohs surgeries on my scalp for skin cancer (not melanoma), because none of us growing up in the 60s really knew or cared that the Sun could poison us. This one will come back but would again likely be superficial.

Before I write more about the pancreas, let me…

{3/x} advise you guys • get your prostate examined and follow a urologist! For all of you - see a dermatologist!! I’ve had too many friends die from aggressive melanoma.

In January, I was still grieving the loss of my wife one year before, but trying to stay positive. …

Report on Israel’s treatment of imprisoned Palestinians found:

• beating people to death
• sexual assault
• starvation

“About 9,300 Palestinians are in Israeli custody for alleged security offenses, up from about 5,200 before the war…. Most of them are held without charge”

A report found Israeli prisons documented “‘extreme starvation’ and unprovoked violence from prison staff on a nearly routine basis”

“61% of Jewish Israelis opposed investigating soldiers suspected of abusing Gazan detainees”

“One doctor who reviewed the patient’s medical records told the Journal in 2024 that the injuries were life-threatening, involved ‘obvious signs of assault,’ and required a blood transfusion and rectal surgery”

Israelis sided with the assailants and the case was dropped

📚 AI Native Daily Paper Digest - 2026-07-14🌟

Follow @AINativeF for the latest insights on AI Native.

Covering AI research papers from Hugging Face, featured in the image.

💡 Stay updated with the latest research trends and dive deep into the future of AI! 🚀

#AI #HuggingFace #AIPaper #AINative #AINF
— Appendix: Today's AI research papers —

1. Weak-to-Strong Generalization via Direct On-Policy Distillation

2. ABot-AgentOS: A General Robotic Agent OS with Lifelong Multi-modal Memory

3. LightMem-Ego: Your AI Memory for Everyday Life

4. Metacognition in LLMs: Foundations, Progress, and Opportunities

5. Proxy Exploration and Reusable Guidance: A Modular LLM Post-Training Paradigm via Proxy-Guided Update Signals

6. NeuroCogMap Reveals Cognitive Organization of Large Language Models

7. CtrlVTON: Controllable Virtual Try-On via Visual-Instance-Prompt Segmentation

8. Motion4Motion: Motion Transfer Across Subjects at Inference

9. LATO.2: Factorized 3D Mesh Generation with Vertex and Topology Flow

10. A Theory of Contrastive Learning with Natural Images

11. Evidence-Backed Video Question Answering

12. Xiaomi-Robotics-U0: Unified Embodied Synthesis with World Foundation Model

13. Latent-Identity Tuning in Text-to-Image Personalization Models

1. Weak-to-Strong Generalization via Direct On-Policy Distillation

🔑 Keywords: Direct On-Policy Distillation, Reinforcement Learning, policy shift, implicit reward

💡 Category: Reinforcement Learning

🌟 Research Objective:
- The main goal is to efficiently transfer reinforcement learning improvements from smaller models to larger models without rerunning expensive RL processes.

🛠️ Research Methods:
- Introduction of Direct On-Policy Distillation, which uses the policy shift-induced reward signal from a smaller model to enhance a stronger target model's performance.

💬 Research Conclusions:
- Direct On-Policy Distillation consistently improves stronger models by leveraging signals from weaker teacher models, significantly enhancing performance and efficiency.
- Notably, it increases Qwen3-1.7B performance on AIME 2024 from 48.3% to 58.3% in just 4 hours using 8 A100 GPUs.

👉 Paper link: huggingface.co/papers/2607.05…

2. ABot-AgentOS: A General Robotic Agent OS with Lifelong Multi-modal Memory

🔑 Keywords: Agent Operating System, Embodied Agents, Multi-modal Memory, Runtime Evolution

💡 Category: Robotics and Autonomous Systems

🌟 Research Objective:
- The paper presents ABot-AgentOS, a general Agent Operating System designed to enhance long-horizon embodied agents by providing a deliberative layer above low-level controllers for better scene-conditioned planning and execution.

🛠️ Research Methods:
- Introduction of EmbodiedWorldBench, a comprehensive benchmark featuring a variety of tasks and scenes to evaluate the effectiveness of the agent operating system in diverse scenarios.

💬 Research Conclusions:
- ABot-AgentOS demonstrates enhanced task success and goal completion over baseline systems, attributed in part to its Universal Multi-modal Graph Memory and self-evolution capabilities, leading to improvements in persistent, auditable memory for continued interaction.

👉 Paper link: huggingface.co/papers/2607.10…

🚨🚨🚨🚨Today the U.S. House passed the Sunshine Protection Act, advancing legislation that would make Daylight Saving Time permanent nationwide.

This is the biggest legislative step this issue has taken in years but it is not law.

The bill now moves to the U.S. Senate, where there is still an opportunity for it to be debated, amended, or rejected. If you care about health and circadian biology, this is the time to speak up.

The scientific case against permanent DST has become increasingly strong:

• Morning light is the most powerful signal for synchronizing the human circadian clock.
• Permanent DST delays sunrise for much of the year, especially in winter, reducing exposure to morning light when our brains need it most.
• Later sunrises are associated with chronic circadian misalignment, sleep loss, poorer mood, reduced alertness, and increased cardiometabolic risk.
• Studies comparing western versus eastern portions of time zones consistently show worse health outcomes where people experience later sunrises despite sharing the same clock time.
• The American Academy of Sleep Medicine and numerous sleep and circadian experts recommend permanent Standard Time, not permanent DST, as the option that best aligns with human biology.

The argument for permanent DST is largely one of convenience and preference for lighter evenings. The argument for permanent Standard Time is one of physiology and public health.

If you believe our laws should reflect the best available scientific evidence, now is the time to respectfully contact your U.S. Senators. Tell them that while ending the twice-yearly clock changes is a worthy goal, permanent Daylight Saving Time is not the healthiest solution. Ask them instead to support permanent Standard Time, which preserves the morning light our circadian system depends on.

Please REPOST this. The Senate has not yet voted, and informed voices can still make a difference.

@LeaderJohnThune is the Senate majority leader that will determine when this legislation comes to the Senate for debate. He should know how you feel.

With respect, popularity is a remarkably poor standard for determining public-health policy. Cigarettes were once overwhelmingly popular. Sugary drinks, ultraprocessed food, excessive screen time, and chronic sleep deprivation remain popular. Popularity tells us what people enjoy—not what is biologically healthy. The human circadian system does not take opinion polls.

Permanent daylight saving time does not create one additional minute of daylight. It merely relabels the existing daylight—taking an hour from the morning and moving it to the evening clock. That may feel pleasant after work, but morning light is the strongest environmental signal for advancing and stabilizing our circadian clock, while evening light pushes that clock later. Permanent DST would therefore mean darker winter mornings, more children traveling to school before sunrise, and more adults awakening and commuting before receiving the most important circadian light signal of the day.

The American data are quite revealing. A 2019 study in the Journal of Health Economics compared communities on opposite sides of U.S. time-zone borders. People living on the side with later sunsets averaged approximately 19 minutes less sleep per night, were more likely to report insufficient sleep, and had higher rates of obesity, diabetes, cardiovascular disease, and breast cancer. Because neighboring communities were compared across time-zone boundaries, this was substantially stronger evidence than simply comparing distant parts of the country.

A separate U.S. analysis examined approximately four million cancer diagnoses in 607 counties across 11 states. After adjusting for latitude, poverty, smoking, and state, overall and several specific cancer rates generally increased from the eastern toward the western portions of time zones—the direction associated with later morning light and later sunsets. This was ecological evidence and cannot prove that clock time caused the cancers, but it is hardly reassuring.

A 2023 national study also found significantly higher suicide rates in western portions of U.S. time zones than in corresponding eastern portions. Again, this does not prove individual causation, but it adds to the remarkably consistent pattern linking later clock-timed daylight with circadian disruption and adverse health outcomes.

Most recently, Stanford researchers modeled light exposure and circadian burden county by county using American health data. Compared with continuing to change the clocks, permanent standard time was projected to result in approximately 2.6 million fewer Americans with obesity and 300,000 fewer people having experienced a stroke. Permanent DST was also better than changing the clocks twice yearly—but produced only about two-thirds of the modeled benefit of permanent standard time. In other words, even when the clock-changing problem is removed, standard time still performs better than daylight time for population health. The authors appropriately describe these as modeled estimates, not guaranteed outcomes, but the direction of the evidence is clear.

Yes, we should stop changing the clocks twice a year. But eliminating the acute disruption by adopting permanent DST would simply institutionalize a chronic one-hour displacement from solar time. That is why the American Academy of Sleep Medicine, the American Medical Association, the Sleep Research Society, the National Sleep Foundation, and numerous circadian scientists support permanent standard time rather than permanent DST.

I completely understand why people enjoy brighter summer evenings. I do too. But personal preference at 7:00 p.m. should not outweigh population health at 7:00 a.m. Schools, businesses, and communities are perfectly capable of adjusting their schedules seasonally when later activities are desirable.

We should adjust our schedules to the sun—not permanently falsify the clock and expect human biology to follow along.

x.com/rogerseheult/s… x.com/rogerseheult/s…

A new Stats Canada report states homeowners' insurance in Alberta increased nearly five times in a 20-year period — the highest increase of any province. Homeowners' insurance premiums in Alberta went up 391.6% from Dec 2005 to Dec 2025. cbc.ca/news/canada/ca…

This is from the 10 page Stats Canada report. The light blue shows the alarming rise of catastrophe events claims. The black line shows the rise of property tax increases and red line shows the the rising costs of auto insurance.
(Personal note: I saw a jump up of around $1000 on my combined property and car insurance after the Alberta Hail storms and I live in Waterloo Ontario. I switched my insurance companies and saved most of that money. My advice revisit your insurance policies and shop around.)

This chart shows the property claims that happened in 2024.
The timing of it lines up with the August hail storm event that damaged homes and smashed cars with baseball sized hail.

This May Be One of the Most Important Moments Ever Broadcast on CNBC 🧵

Every once in a while, someone who spent years buying into the media’s narrative about President Trump publicly admits they got it wrong.

That’s exactly what happened on CNBC this morning.

Billionaire investor Chamath Palihapitiya conceded that he was one of the many influential voices who bought into the media’s narrative about Donald Trump.

Now, after revisiting the original source material and getting to know Trump personally, he’s publicly admitting he was wrong.

But there was more to it than just an admission of error.

Across one conversation, Palihapitiya not only praised Trump’s presidency, but made the case that millions of Americans were fundamentally misled about the man himself.

Palihapitiya said his personal turning point was simply going back and watching the original footage that the media had spent years talking about.

According to him, that’s when everything unraveled.

The conversation started with CNBC’s Joe Kernen bringing up an old debate the two had.

Kernen reminded Chamath that he had recently admitted Kernen was right about climate change, then decided to ask one more question.

KERNEN: “You said I was 100% right on climate change.”

PALIHAPITIYA: “You were 100% right on climate change.”

KERNEN: “What about Trump?”

Chamath shook his head in agreement.

PALIHAPITIYA: “You’re 100% right on Trump. He’s fantastic!”

KERNEN: “Great person?”

PALIHAPITIYA: “Unbelievable person! Very smart on top of it. Open minded. Debates with you.”

KERNEN: “Great president?”

PALIHAPITIYA: “Great president, so far.”

Kernen had clearly been waiting for that moment.

But the bombshell came when Palihapitiya explained how his opinion on Trump changed.

That admission immediately changed the direction of the conversation.

He told CNBC that he had fallen into the same trap as millions of other Americans who formed their opinions based on headlines, clips, and commentary instead of going back and examining the original statements themselves.

According to Palihapitiya, once he actually watched the source material, he realized the picture he had been given was completely different.

PALIHAPITIYA: “The reality is that most of us were lied to by the media about President Trump.”

“And if you just go back to the source material, you should take away two things.”

“One, he didn’t say half the things he said, and two, why did these other people just fabricate what they wanted to say so that they could essentially assassinate his character?”

“I think that that second thing is completely unacceptable in America, and there’s still been no repercussions, really.”

Palihapitiya explained that one of the biggest turning points for him came when he revisited the controversy surrounding Trump’s comments after Charlottesville.

He said he realized that the version of events he had accepted did not line up with what Trump had actually said.

That led him to reconsider his entire view of the president.

PALIHAPITIYA: “I took the time to learn about it. I admitted where…you know, the way that I met him was, I admitted on the pod, which, you know, has millions of viewers.”

“And I said, I got it totally wrong because I went and I watched Charlottesville.”

The part that surprised everyone on the panel was what came next.

Palihapitiya said that after publicly admitting he had gotten the Charlottesville issue wrong, he received a phone call from President Trump himself.

PALIHAPITIYA: “And, you know, the first person to call me? President Trump.”

“And I got to know him and I put the phone down, I called my wife, and I said, we got it TOTALLY, totally wrong. We were lied to.”

“And then I got to know him and he is fantastic!”

It was a remarkable on-air admission from someone who had previously viewed Trump negatively.

Palihapitiya’s argument was that his experience was not unique...millions of Americans had formed their opinions from the same sources and may have never gone back to examine the original material themselves.